Specialized Pathways Quiz

When February 2025 registration opens on 16 May, CFA Institute will offer specialized pathways for Level III candidates. In addition to the traditional Portfolio Management path, two new versions will be offered, one in Private Wealth and one in Private Markets. The three versions will have a common core supplemented by specialized content for each pathway.
 

Private Markets: Provides General Partner perspective of private markets investing. Runs through all key steps in the workflow, from deal sourcing and diligence to exit and builds on key valuation and other competencies from all four asset class domains.

 

Private Wealth: Offers a global perspective on, and principles for, serving High Net Worth individuals (worth USD $5M+). Structured as an arc from a young adult being onboarded to generating wealth through wealth transfer.

 

Portfolio Management:  The traditional path through Level III; covers the construction, management, optimization and performance measurement of portfolios of public market equity, fixed income and derivative securities.

 

Which will you choose?  Take our quiz to see where your interests take you!